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Understanding Model Marketplaces Managed Account Platforms

By Barrett Ayers, President


Working with an outsourced managed account or UMA platform can add significant efficiencies to an advisor’s business. But the range of advisor and client experiences is wide – and execution risk varies – depending on the capabilities, policies, and processes of the chosen platform. These same factors have the potential to have a meaningful impact on an asset manager’s reputation as well. In this whitepaper, we explain Model Marketplaces & Managed Account Platforms and explore 17 questions you need to ask if you are considering outsourcing your investment operations functions.

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By Barrett Ayers, President